1620 Investment Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

1620 Investment Advisors’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.72K	Hold	30	–	–	﹤0.01%	591
2026 Q1	$2.37K	Sell	30 -25	-45%	-$2.06K	﹤0.01%	578
2025 Q4	$4.54K	Hold	55	–	–	﹤0.01%	528
2025 Q3	$4.44K	Hold	55	–	–	﹤0.01%	525
2025 Q2	$4.12K	Sell	55 -30	-35%	-$2.08K	﹤0.01%	546
2025 Q1	$5.78K	Sell	85 -190	-69%	-$13.6K	﹤0.01%	503
2024 Q4	$19.6K	Sell	275 -87	-24%	-$6.26K	0.01%	391
2024 Q3	$873K	Sell	362 -130	-26%	-$8.78K	0.63%	36
2024 Q2	$32.6K	Buy	+492	New	+$31.5K	0.03%	342

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1620 Investment Advisors's SPTM Position: Q2 2026 in Review

1620 Investment Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 30 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

1620 Investment Advisors first reported a position in SPTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $873K in Q3 2024. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

1620 Investment Advisors held 30 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.72K as of Q2 2026.
1620 Investment Advisors left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #591 holding.
1620 Investment Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $873K in Q3 2024.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.